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Authorised and regulated by the Financial Conduct Authority. Succeed Wealth Management is entered on the Financial Services Register https://register.fca.org.uk under reference 627904.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to adrian@succeedwm.com or telephone 02890 311 811. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.